Earnings season is underway and it’s time to get insight from a few of the outstanding members of our community. For our first pre-season earnings call we welcome backRyan Ruggaard of Ruggard and Associates and Mike Czekaj, an independent analyst and investor to talk consumer technology stocks.

Ryan and Mike both joined us last season on our first consumer internet call and did an unbelievable job providing color around their estimates and displayed great foresight with their expectations. We are thrilled to have them back on and the quality of their second call easily surpasses the high bar they set in July. 

Both analysts were super bullish on mobile ad revenues from the likes of newly anointed powerhouse Facebook (FB), social reviews site Yelp (YELP), the professional online network LinkedIn (LNKD), and Twitter (TWTR) which was recently revitalized by engagement initiatives focused around the World Cup. Hot stocks ZIllow (Z) and Priceline.com (PCLN) were also both given favorable views by the analysts.

The one tech name where our analysts’ enthusiasm turned to skepticism was GoPro (GPRO). Ryan and Mike both agreed that GoPro was riding a stretched valuation and they shared a similar concern about why the action-camera company might not live up to the hype. Give the call a listen to hear when and why Ryan and Mike may want to get short on GoPro.